Institutional Ownership Ishares Tr (ITA)
This table provides information about the institutional ownership of Ishares Tr (ITA). We have compiled data on the 785 institutions that hold shares in the stock, with a total of 19 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
50
shares
|
$9,609
0.0% of portfolio
|
Q4 2023
Reduced 43.18%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
49
shares
|
$9,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
49
shares
|
$9,416
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
46
shares
|
$8,840
0.01% of portfolio
|
Q3 2022
Reduced 10.87%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
46
shares
|
$8,840
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
46
shares
|
$8,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
45
shares
|
$8,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
45
shares
|
$8,648
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
44
shares
|
$8,455
0.0% of portfolio
|
Q1 2025
Reduced 31.25%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
41
shares
|
$7,879
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
39
shares
|
$7,495
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
39
shares
|
$7,495
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
39
shares
|
$7,495
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
35
shares
|
$6,726
0.0% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
35
shares
|
$6,726
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
32
shares
|
$6,149
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
31
shares
|
$5,957
0.0% of portfolio
|
Q1 2021
Added 93.75%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
30
shares
|
$5,765
0.0% of portfolio
|
Q1 2025
Reduced 80.26%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
30
shares
|
$5,765
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
28
shares
|
$5,381
0.0% of portfolio
|
Q2 2025
Reduced 90.67%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
25
shares
|
$4,804
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
24
shares
|
$4,612
0.0% of portfolio
|
Q4 2024
Reduced 82.86%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
24
shares
|
$4,612
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
23
shares
|
$4,420
0.0% of portfolio
|
Q1 2025
Reduced 77.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
22
shares
|
$4,227
0.0% of portfolio
|
Q3 2024
New holding
|